What a great video on NBFC companies! An uptick is on the way for this sector, and if you want to know which ones deserve a spot in your portfolio, this video is top-notch.
Personally, I liked FedFina, Northern Arc, and Arman.
Thanks to @DigantHaria@soicfinance…
Even though I knew Rajesh Power is the best company among all power companies, I didn’t buy it because the lot size was too high. Thinking to buy now!
Recent update on portfolio:
Bought Danish power and Northern Arc.
Why Danish Power is a good investment bet:
Major Expansion Underway: The company’s capacity is set to more than double by December 2025 ( From 4600MVA to 10000 MVA). A 50% expansion(2500 MVA) is already commissioned as of September, and the remaining will go live by year-end.…
Why Danish Power is a good investment bet:
Major Expansion Underway: The company’s capacity is set to more than double by December 2025 ( From 4600MVA to 10000 MVA). A 50% expansion(2500 MVA) is already commissioned as of September, and the remaining will go live by year-end.…
Salzer Electronics Update
Revenue: 432 Cr vs 347 Cr
EBITDA Margin: 10% vs 9%
PAT: 18 Cr vs 13 Cr
Positive Points:
Core business is growing well, so even without any additional revenue from smart meters and DC chargers, the company’s guidance for FY26 is 1600 Cr (around 15%…
Salzer Electronics Update
Revenue: 432 Cr vs 347 Cr
EBITDA Margin: 10% vs 9%
PAT: 18 Cr vs 13 Cr
Positive Points:
Core business is growing well, so even without any additional revenue from smart meters and DC chargers, the company’s guidance for FY26 is 1600 Cr (around 15%…
Frontier Springs Update
Revenue: 75Cr vs 50Cr (50% up)
EBITDA margin: 27% vs 19% (huge jump)
PAT: 15 Cr vs 7 Cr (double)
People are calling valuations high, kahan se high bhai? Only a handful of companies are able to give this kind of growth.
Current PE is 48.
FY26 guidance…
Frontier Springs Update
Revenue: 75Cr vs 50Cr (50% up)
EBITDA margin: 27% vs 19% (huge jump)
PAT: 15 Cr vs 7 Cr (double)
People are calling valuations high, kahan se high bhai? Only a handful of companies are able to give this kind of growth.
Current PE is 48.
FY26 guidance…
Annapurna Swadisht Update
FY 26 Q1:
Revenue: ₹108.00 Cr vs ₹83.62 Cr (+29%)
Operating Profit: ₹13.88 Cr vs ₹8.73 Cr (+59%)
PAT: ₹7.51 Cr vs ₹3.71 Cr (+81%)
That’s a PAT margin of around 7.5%, which is pretty solid.
If we assume FY26 topline grows 30% over FY25,…
Zen tech results pe do shabd:
1.Zen Tech had already mentioned that judging them based on quarterly results would lead to disappointment.
2.They also stated that this year is expected to be muted in terms of growth.
and based on 2nd point i had taken exit. Wont shy away to buy…
Zen tech results pe do shabd:
1.Zen Tech had already mentioned that judging them based on quarterly results would lead to disappointment.
2.They also stated that this year is expected to be muted in terms of growth.
and based on 2nd point i had taken exit. Wont shy away to buy…
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